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Original filing (PDF)20251008180722NAL0003191427001
BETTERLIFE
Form 5500
FILING_RECEIVED
BETTERLIFE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
60
Accounts w/ balance
104
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETTERLIFE.
Plan sponsor
Name
BETTERLIFE
EIN
42-0594470
Address
6522 GRAND TETON PLAZA · P.O. BOX 1527 · MADISON, WI · 537011527
Phone
(608) 824-6087
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $28K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
34 direct securities · 1 pooled fund· $18.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$15.6M
33 holdings
Common Collective Trust
$2.4M
1 holding
Mutual Funds
$239K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.4M | 13.2% | |
| Vanguard 500 Index Fund | — | — | — | $2.2M | 11.9% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $1.5M | 8.2% | |
| Vanguard Total World Stock Index Fund | — | — | — | $1.2M | 6.4% | |
| Baron Growth Fund | — | — | — | $1.0M | 5.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.0M | 5.5% | |
| MassMutual Mid-Cap Growth Fund | — | — | — | $932K | 5.1% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $838K | 4.6% | |
| Harbor Capital Appreciation Institutional Fund | — | — | — | $669K | 3.7% | |
| Vanguard Small-Cap Index Fund | — | — | — | $598K | 3.3% | |
| T. Rowe Price Spectrum Moderate Allocation Fund | — | — | — | $596K | 3.3% | |
| Baird Core Plus Bond Fund | — | — | — | $580K | 3.2% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $555K | 3.0% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $520K | 2.8% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $441K | 2.4% | |
| MFS Value Fund | — | — | — | $400K | 2.2% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund | — | — | — | $391K | 2.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $342K | 1.9% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $340K | 1.9% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $269K | 1.5% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $239K | 1.3% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $234K | 1.3% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $205K | 1.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $157K | 0.9% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $136K | 0.7% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $111K | 0.6% | |
| Artisan Small-Cap Investor Fund | — | — | — | $107K | 0.6% | |
| Royce Small-Cap Opportunity Investment Fund | — | — | — | $76K | 0.4% | |
| Dodge & Cox International Stock Fund | — | — | — | $71K | 0.4% | |
| Vanguard Life Strategy Income Fund | — | — | — | $57K | 0.3% | |
| Principal Real Estate Securities Fund | — | — | — | $55K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $49K | 0.3% | |
| T. Rowe Price Retirement Balance Fund | — | — | — | $22K | 0.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $9K | <0.1% | |
| DFA Emerging Markets Small Cap Fund | — | — | — | $7K | <0.1% |
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